Premier Member Experience Advisor

American Heritage Credit Union; Philadelphia (Philadelphia County); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Job summary

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at the Carriage House branch in Philadelphia to deliver premier service to members and associates using a consultative approach to financial needs.

You will handle account and loan requests, use data tools to analyze engagement, and connect members with SMEs for specialized solutions. Rotating evenings and Saturdays are required.

Qualifications

• One year to three years of similar or related experience.
• High school education or GED.
• Full-time position - Rotating evening and Saturday hours are required.
• FICEP certification preferred.

Responsibilities

• Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
• Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).
• Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).
• Connect members to our SMEs via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).

Skills

Customer service experience

Experience in financial services

Education

High school diploma or GED

Job description

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at the Carriage House branch in Philadelphia to deliver premier service to members and associates using a consultative approach to financial needs.

You will handle account and loan requests, use data tools to analyze engagement, and connect members with SMEs for specialized solutions. Rotating evenings and Saturdays are required.